In an effort to maintain an authentic corporate policy advocating independence, National Wealth Management Group is a proud member of the Broker Protocol. Per Carlile Patchen & Murphy LLP, the law firm responsible for developing and maintaining the Broker Protocol:

The principal gal of the broker protocol is to further the clients’ interests of privacy and freedom of choice in connection with the movement of their Registered Representatives and Investment Advisors between firms.

National Wealth Management Group will make no effort to attach ownership to any client accounts moved to the firm or created at the firm.